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What are the steps to building an elite finance team, now and in the future?

CFO News Room

Key topics. Nick Levine, Chartered account and Fintech Consultant. Join ICAEW’s head of business Simon Gray, Soldo and an esteemed panel of finance experts to outline what a good finance team looks like. The future skills needed to build an elite finance team. The role of technology and how it can support your team.

Finance 100
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2023 Highlights – The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed

Nerd's Eye View

As many of you noted in response to our Reader Surveys, most of you choose which content to read or listen to based on headlines and topics that are of interest (and skip the rest). Yet in practice, this means that an article once missed is often never seen again, 'overwritten' (or at least bumped out of your Inbox!)

Numbers 95
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Revenge of the Dow Jones!

The Reformed Broker

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Fintech Fintech Earnings Week – SoFi is out, stock is rallying. ?The Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Finance 52
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The Finance Weekly 2022 Year in Review

The Finance Weekly

Once again 2022 was not a boring year, both for world events and finance in particular, and the growing number of readers and widely diverse range of topics attests to that. As the world of finance and fintech is growing tremendously, it’s no surprise that young entrepreneurs are making a splash as well. Read the article here.

Finance 98
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Bessemer Venture Partners’ Birnbaum On Why It’s Go-Time For FinTech

PYMNTS

There’s been no shortage of big payments and FinTech announcements over the past few days, such as Apple ’s bundle bet, Goldman Sachs ’ move to bid on the General Motors credit card or Square ’s decision to test small-dollar, short-term loans. Birnbaum noted that many FinTechs benefited from facilitating the U.S.

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2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed

Nerd's Eye View

As many of you noted in response to our Reader Surveys, most choose which content to read or listen to based on headlines and topics that are of interest (and skip the rest). Yet in practice, this means that an article once missed is often never seen again, ‘overwritten’ (or at least bumped out of your Inbox!)

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#FA Success Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement, With H. Adam Holt

Nerd's Eye View

In this episode, we talk in-depth about how, while working with ultra-high-net-worth clients, Adam began to draw his own financial maps to help him better visualize his clients’ complex financial situations on one page (and then realized that by showing his financial planning maps to his clients, they became better engaged in the financial planning (..)